Insurance & Investment Specialist.BCA Insurance

On-site5–10 yrsFull-time

Responsibilities

Manage end-to-end investment and insurance sales for Business Banking clients to drive revenue growth. Collaborate with internal teams to identify opportunities, present investment ideas, and fulfill customer cross-sell needs.

Requirements

Requires a bachelor's degree and at least 6 years of experience in wealth management, preferably within the UAE. Must be SCA Certified with UAE R&R and CISI Level 3 qualifications.

Key skills

Investment SalesInsurance SalesWealth ManagementClient ProfilingRisk AnalysisFinancial Market AnalysisCross SellingPresentation SkillsAnalytical SkillsInterpersonal SkillsCoachingTraining

Apply now

You'll apply on the employer's official page.